| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 8,498 | $458,944.85 | $392,437.64 | -$66,507.21 | -14.49% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,222 | $247,209 | $240,995.3 | -$6,213.7 | -2.51% |
Jill Grimes Centurion Wealth Management LLC | 12,591 | $583,727.83 | $581,452.38 | -$2,275.45 | -0.39% |
Brian Dechow SWAN Capital LLC | 1,394 | $84,562.07 | $63,775.5 | -$20,786.57 | -24.58% |
Bert D. Barre Colonial Trust Co. / SC | 3,600 | $217,766 | $167,832 | -$49,934 | -22.93% |
Daniel Guy Ethos Financial Group LLC | 32,552 | $1.62M | $1.49M | -$130,473.72 | -8.06% |
Victoria Latham Fiduciary Alliance LLC | 11,580 | $752,700 | $529,553.4 | -$223,146.6 | -29.65% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,130 | $379,538.22 | $328,229.55 | -$51,308.67 | -13.52% |
Loni Adams Daymark Wealth Partners LLC | 14,971 | $671,355.56 | $689,080.7 | $17,725.14 | 2.64% |
Jessica Thayer Unique Wealth LLC | 62,887 | $2.65M | $2.9M | $249,176.43 | 9.39% |
Brian Matter Creative Capital Management Investments LLC | 30 | $1,566.25 | $1,397.7 | -$168.55 | -10.76% |
Michael Snyder Beaumont Financial Advisors LLC | 30,827 | $1.53M | $1.42M | -$110,971.45 | -7.25% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 31,485 | $1.22M | $1.47M | $247,051.15 | 20.24% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 18,847 | $786,294.79 | $878,081.73 | $91,786.94 | 11.67% |
Jeffrey D. Munjack JDM Financial Group LLC | 155 | $8,594.75 | $7,149.37 | -$1,445.38 | -16.82% |
Sheryl Stephens Stephens Consulting LLC | 1,101 | $65,842.57 | $50,458.83 | -$15,383.74 | -23.36% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,827 | $83,422.03 | $84,092.61 | $670.58 | 0.8% |
Sue Oleari Trifecta Capital Advisors LLC | 19 | $730 | $869.91 | $139.91 | 19.17% |
Joseph Gentili Riverview Capital Advisers LLC | 6,483 | $249,077.14 | $301,848.48 | $52,771.34 | 21.19% |
Amy Ardeel Icon Wealth Advisors LLC | 22,359 | $1.12M | $1.03M | -$86,452.84 | -7.75% |